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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-14-2007
- Office Locations
- 2
Office Locations
About Diversified Capital Group
Diversified Capital Group is a Granite Bay, CA registered investment adviser providing investment management and goals-based planning. The firm helps clients define objectives, evaluate options, implement recommendations, execute asset-allocation and tax strategies, and monitor progress over time. Portfolios commonly use ETFs and investment-grade corporate bonds, and the team also supports insurance and business-succession planning for entrepreneurs.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 78 clients, or 39 clients per representative. That equates to $472.4K in reported AUM per client.
The profile lists 2 reported office locations and 19 years in operation. The source data was last updated on August 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
PAUL JEFFERY LAUGHTON
Chief Compliance Officer, MANAGING PRINCIPAL, Project Manager
- CRD
- #2765926
- Ownership
- 75% or more
Nicholas Charles Laughton
Managing Member
- CRD
- #7620845
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,845,702 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,845,702 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Diversified Capital Group has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.